This 2-hour advanced course covers an overview of all trusts related to Medicaid eligibility planning and provides a detailed, in-depth analysis of standard Medicaid Asset Preservation Trusts. (For similar course in California, click here​​.)

 

MASTERY PLUS BONUS: All students who successfully complete this course will be provided a digital copy of a sample No-Access Medicaid Asset Preservation Trust and an Income-Only Medicaid Asset Preservation Trust (these sample templates are also included in our Practice Starter Kit, which can be purchased by clicking here).

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Course Content:

- Key LTC Medicaid trust-related nomenclature.
- Categories of trusts and treatment under LTC Medicaid rules.
- Difference between a divestment trust and a non-divestment trust.  

- Impact of revocable living trusts on planning.
- Key structure of Medicaid Asset Preservation Trusts.
- Framework of a standard Medicaid Asset Preservation Trust.
- Optional provisions in a Medicaid Asset Preservation Trust.
- Choosing Trustees for a Medicaid Asset Preservation Trust..
- Explaining Medicaid Asset Preservation Trusts to your client.
- Executing and funding a Medicaid Asset Preservation Trust.
- Busting Medicaid Asset Preservation Trusts.

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Prerequisites: None. (Introduction to Medicaid Planning and Understanding Medicaid Divestment Rules are strongly recommended.)

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